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2,485 hedge funds and large institutions have $427B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 965 increasing their positions, 1,195 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 55

8% more capital invested

Capital invested by funds: $395B → $427B (+$31.4B)

4% more funds holding in top 10

Funds holding in top 10: 939978 (+39)

0% more funds holding

Funds holding: 2,4742,485 (+11)

0.12% more ownership

Funds ownership: 74.25%74.37% (+0.12%)

14% less call options, than puts

Call options by funds: $4.1B | Put options by funds: $4.77B

19% less repeat investments, than reductions

Existing positions increased: 965 | Existing positions reduced: 1,195

Holders
2,485
Holders Change
+11
Holders Change %
+0.44%
% of All Funds
61.94%
Holding in Top 10
978
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.15%
% of All Funds
24.38%
New
92
Increased
965
Reduced
1,195
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Change in
Stake
OTC
2451
Opera Trading Capital
France
$70K -$109K -1,487 -61%
PS
2452
Portfolio Solutions
Michigan
$67K -$365K -5,000 -85%
LYV
2453
Live Your Vision
Pennsylvania
$64K +$219 +3 +0.4%
APSP
2454
Asset Planning Services (Pennsylvania)
Pennsylvania
$63K +$365 +5 +0.6%
FMP
2455
Financial Management Professionals
Texas
$62K -$11K -150 -15%
CFD
2456
Creative Financial Designs
Indiana
$62K +$73 +1 +0.1%
TJHA
2457
Thomas J. Herzfeld Advisors
Florida
$61K -$1.1K -15 -2%
IDBONY
2458
Israel Discount Bank of New York
New York
$60K
HIM
2459
Hillsdale Investment Management
Ontario, Canada
$59K -$307K -4,200 -84%
CJA
2460
C-J Advisory
California
$53K
GWA
2461
Guidant Wealth Advisors
Illinois
$51K
BC
2462
Barnett & Company
Tennessee
$48K
IF
2463
Ironwood Financial
Arizona
$47K
FA
2464
Financial Advantage
Maryland
$45K +$43.8K +600 New
MCC
2465
Malaga Cove Capital
California
$39K +$38.6K +529 New
FFW
2466
Fusion Family Wealth
New York
$36K -$187K -2,560 -84%
WCM
2467
Wealthcare Capital Management
Virginia
$35K -$5.48K -75 -14%
OHS
2468
Odey Holdings (Switzerland)
Switzerland
$35K
DPA
2469
Delphi Private Advisors
California
$31K
SH
2470
SeaTown Holdings
Singapore
$27.8K +$1.46M +20,000 +6%
CCMW
2471
Cypress Capital Management (Wyoming)
Wyoming
$24K
SC
2472
SouthState Corp
Florida
$19.8K -$223K -3,059 -1%
CIM
2473
Contravisory Investment Management
Massachusetts
$17K +$16.8K +230 New
AWA
2474
Artemis Wealth Advisors
New York
$16.5K
QT
2475
Quantbot Technologies
New York
$14K +$14.3K +196 New

MSFT Hedge Fund Activity: Q3 2017 in Review

2,485 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2017, worth a combined $427B — up 8% from $395B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MSFT positions and 55 closed out — a net gain of 37 holders — while 965 added to existing stakes and 1,195 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.48B. The largest seller was Capital World Investors, cutting an estimated $988M.

  • 2,485 institutional investors held Microsoft (MSFT) as of Q3 2017, up from 2,474 in Q2 2017.
  • Funds reported $427B of Microsoft stock for Q3 2017, up 8% quarter-over-quarter.
  • 92 funds opened new Microsoft positions in Q3 2017 and 55 closed out, a net change of +37 holders.
  • The largest Microsoft buyer in Q3 2017 was T. Rowe Price Associates, an estimated $1.48B added.
  • The largest Microsoft seller in Q3 2017 was Capital World Investors, an estimated $988M sold.

Based on aggregated 13F filings for Q3 2017.